Kickoff Call

Let's activate
the growth engine.

About EverCred

EverCred automates physician credentialing — the 4–6 month manual process that delays doctors from working after being hired. The platform serves individual physicians (credential wallet) and healthcare organizations (AI credentialing workflows), competing against $50K+ legacy software with a modern, AI-first wedge.

Today we align on scope, channel sequencing, and ways of working — 70K physician leads are ready. Let's build the engine.

Month 1 Timeline
Kickoff Call
Today — align scope, channels + access
NOW
Business Review
Next Week — audit findings + opportunities
Cold Outreach Ready
Week 2 — infrastructure + sequences prepared
Channel Plan Meeting
Week 2 — channel roadmap + KPIs
Section 1 · 5 min
Today's Agenda
Nine topics · 60 minutes · one outcome: cold outreach live within 14 days
01
Intros & Context
Who's on both sides, what we already know
5 MIN
02
Today's Goals
Align on two outcomes we're locking in
5 MIN
03
Partnership Scope
MH-1 B2B scope vs. Founder OS vs. product
5 MIN
04
Org Structure
Three pillars: EverCred, MH-1, Founder OS
5 MIN
05
MH-1 Team
Growth marketer role + MH OS
5 MIN
06
Pre-Launch Discovery
Lead list, CRM, brand, ICP deep-dive
10 MIN
07
Tech Stack & Access
Revo, LinkedIn, YouTube, evercred.com
10 MIN
08
Working Together
Slack, cadence, decision rights, approvals
5 MIN
09
What Happens Next
14-day buildout → Channel Plan meeting → ways of working locked
10 MIN
Section 2 · 5 min
Today's Goals
Two outcomes we're locking in before we leave this call
01
Channel Stack-Rank Confirmed
Cold outreach is priority #1 — the 70K physician lead list has been idle for 3 months. Confirm the order: cold outreach → CRM rebuild → LinkedIn → SEO → PLG.
02
Ways of Working
Slack channel live, Founder OS scope agreed, decision rights clear, weekly check-in scheduled — so nothing waits on anyone. Leah approves strategy and brand voice; MH-1 runs execution.
Section 3 · 5 min
Partnership Scope — MH-1 B2B Focus
MH-1 owns the marketing execution engine — outbound to conversion
MH-1 Channels — Build + Own
Cold Outreach — 70K Physician Leads Priority #1
CRM Audit + Rebuild (Revo) Build + Own
LinkedIn — Leah + Company Page Content + Run
SEO / Content Marketing Build + Run
YouTube Strategy + Direction Build + Run
Email Nurture — Physician + Practice Build + Run
Not In MH-1 Scope
Personal Brand Strategy Founder OS
Paid Social Ads Phase 2
Investor / Fundraising Comms EverCred Team
Product Development EverCred Team
MH-1 Is Responsible For
→Cold outreach infrastructure — sequences, sending, deliverability
→CRM audit and rebuild — Revo segmentation + lifecycle stages
→LinkedIn content calendar and company page management
→SEO strategy execution — content, technical, keyword targeting
→Reporting systems and weekly performance dashboards
→Coordinating with Founder OS — no duplication, clear handoffs
EverCred Team Provides
→70K physician lead list in current format
→CRM access (Revo admin) and email sending domains
→Leah's voice, story, and brand content approval
→Timely decisions — 24-hour response SLA on approvals
→Platform access across LinkedIn, YouTube, evercred.com
The Bottleneck
70K physician leads have been ready for 3 months. Every week without outreach is pipeline that doesn't exist. Cold email infrastructure can be live within days of access being granted — not weeks.
Section 4 · 5 min
Organizational Structure
Three pillars reporting to Leah — clear ownership lanes, no gaps
LH
Leah Houston, MD
Founder & CEO · EverCred
Overall vision, brand voice, final decision-making
EverCred Product
LEAH · PRODUCT & BRAND
Owns
→AI credentialing platform development
→ICP definition and physician community
→Brand voice and messaging approvals
→Investor and fundraising comms
→Healthcare compliance and regulatory
Key Asset
Founder story: credential theft as founding insight
MH OS
FAISAL · GROWTH & EXECUTION
Owns
→Cold outreach — 70K physician sequences
→CRM rebuild + lifecycle marketing (Revo)
→LinkedIn content + company page strategy
→SEO, content marketing, YouTube strategy + direction
→Analytics, attribution + reporting
→Growth marketer management & quality oversight
Team (via MH-1)
MH OS
Founder OS
MATT GRAY · PERSONAL BRAND
Owns
→Leah's personal brand strategy
→Personal LinkedIn content calendar
→Audience building and thought leadership arc
→Crowdfund community re-engagement
Coordinates With MH-1 On
Content calendar sync Post amplification No duplication
Active engagement — MH-1 coordinates, does not duplicate
Section 5 · 5 min
Your MH-1 Team
The people building and running EverCred's growth engine
F
Faisal
Growth Marketer
D
Dan
MH-1 Operations
J
Josh
Technical Lead
AI
MH OS
MarketerHire OS · Faisal's toolkit
🤖
MH OS — MarketerHire OS Faisal's AI-powered toolkit for data enrichment · content drafting · campaign monitoring · competitive intel · reporting
EverCred Team
LH
Leah Houston, MD
Founder & CEO
San Francisco, CA · Emergency Physician
Leah's Role in the Engagement
→Approves strategy, brand voice, and all outbound messaging
→24-hour SLA on approval requests via Slack
→Provides ICP context, customer stories, and founder perspective
→Subject-matter expert on all credentialing content
Section 6 · 10 min
Pre-Launch Discovery
Intake questions — we need these answered before we touch anything
Lead List & Cold Outreach
→How is the 70K list segmented? (specialty, state, practice size, recency)
→What sending domains do you have? Are they warmed up?
→Has any outreach been sent to these leads previously?
→Primary CTA — book a demo, start free wallet, or something else?
→Separate sequences for individual physicians vs. practice managers?
→Any existing copy or sequences we can repurpose?
CRM & Infrastructure (Revo)
→Can you grant MH-1 admin access to Revo?
→What lifecycle / pipeline stages are currently set up?
→Are the 70K leads already imported, or in a separate file?
→What automations or sequences are currently active (even if broken)?
→What does "broken" mean specifically — bad data, bad automations, or both?
→Is there any existing contact scoring or segmentation logic?
Brand & Positioning
→What is EverCred's core brand promise in one sentence?
→What existing brand assets are ready? (logo, fonts, photography)
→What topics is Leah comfortable posting about publicly?
→What made the crowdfunding community so passionate about EverCred?
→How does EverCred differentiate from existing credentialing software?
→What has Leah tried on LinkedIn that worked — and what didn't?
ICP & Customer Insight
→Who is the single best physician customer EverCred has — what's their story?
→Best practice customer? What problem did they have before EverCred?
→Most common objection from physicians? From practice admins?
→What do physicians say when they first see the credential wallet?
→Any physician associations or specialty societies where EverCred has credibility?
→Average time from first contact to first paid conversion today?
Section 7 · 10 min
Tech Stack & Infrastructure
What exists today vs. what needs to be built or audited before outreach goes live
Revo CRM
Lead management, pipeline, automation
Status: Deprecated — needs full audit
Cold Outreach Infra
Sending domains, DKIM/SPF/DMARC, sequences
Status: Needs setup — priority #1
70K Physician Leads
Format, source, segmentation, last touch
Status: File share needed — idle 3 months
LinkedIn (Leah + Company)
Personal brand + company page management
Status: Collab access needed
YouTube Strategy + Direction
Channel strategy, content direction, upload + analytics access
Status: Exists — access needed
evercred.com / CMS
Blog publishing, SEO meta, landing pages
Status: Access needed — audit first
Google Analytics 4
Web traffic, conversion events, baseline
Status: View access needed
Google Search Console
SEO baseline, keyword data, indexing
Status: Access needed
Shared Slack Channel
MH-1 team + Leah — primary async comms
Status: To create
Section 8 · 5 min
Working Together
How we communicate, report, and stay aligned — especially in the first 14 days
Communications
Slack + Email
Slack for day-to-day: updates, quick approvals, content reviews (<4 hr response).
Email for strategy docs and contract items (<12 hr response).
Reporting
Weekly During Buildout
Weekly buildout progress in the first 14 days. After that: performance dashboards with agreed cadence. Quarterly business reviews.
Meeting Cadence
Weekly → Bi-Weekly After Day 14
Weekly 30-min check-in for the first 14 days — progress, blockers, approvals. Shifts to fortnightly after. QBRs each quarter.
Decision Rights
Leah Approves Strategy
MH-1 executes and proposes. Leah approves brand voice, outbound copy, and any new channel activations. Goal: no approval takes more than 24 hours.
Section 9 · 10 min
What Happens After Today
14-day running start → three clear phases
01 Days 1–3
Foundation
→Slack channel live + team introduced
→Weekly check-in scheduled (30 min)
→Platform access granted (Revo, LinkedIn, GA4)
→70K lead list received and assessed
02 Days 4–14
Build & Launch
→Revo CRM audit + lifecycle stages rebuilt
→Sending domains warmed + deliverability set
→Physician + practice sequences drafted and approved
→Cold outreach infrastructure ready — pending green light
→Channel Plan meeting — channel roadmap + KPIs delivered
03 Month 1+
Execute & Iterate
→Cold outreach launched — infrastructure ready in 2 weeks, first batch live on your green light
→LinkedIn content calendar in motion
→Reply handling + lead routing live
→SEO content publishing begins
→Reporting cadence established
Engagement Model — What You're Getting
First 14 Days
→Full audit: Revo, lead list, LinkedIn, website
→Cold outreach infrastructure built + sequences approved
→Channel Plan meeting — prioritized roadmap + KPIs delivered
→Weekly check-in (30 min) throughout the first 14 days
Ongoing · $10K/Month
→Individual + MH-1 Platform tier
→Dedicated growth marketer (healthcare B2B)
→MH OS included — full MarketerHire OS access for Faisal
→Weekly check-ins — 30 min sync, async Slack between